| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 141,271141,271 | $4M | — | ADD 223% |
| 2 | Beta Wealth Group, Inc. | 75,76075,760 | $2M | — | TRIM -8% |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | 48,00148,001 | $1M | — | ADD 52% |
| 4 | Farther Finance Advisors, LLC | 31,88931,889 | $826,563 | — | — |
| 5 | Steward Partners Investment Advisory, LLC | 19,66819,668 | $510,257 | — | ADD 110% |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,22216,222 | $420,826 | — | ADD 38% |
| 7 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 9,8509,850 | $255,543 | — | TRIM -17% |
| 8 | HARBOUR INVESTMENTS, INC. | 1,6911,691 | $43,870 | — | — |
| 9 | DHJJ Financial Advisors, Ltd. | 2020 | $519 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | — | — | — | 47K | 44K | 141K | $4M |
| Beta Wealth Group, Inc. | — | — | — | 77K | 82K | 76K | $2M |
| CARY STREET PARTNERS FINANCIAL LLC | — | — | — | 9K | 32K | 48K | $1M |
| Farther Finance Advisors, LLC | 33K | 34K | 31K | 31K | 32K | 32K | $826,563 |
| Steward Partners Investment Advisory, LLC | 3K | 3K | 2K | 2K | 9K | 20K | $510,257 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | — | 8K | 12K | 16K | $420,826 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | — | — | — | 11K | 12K | 10K | $255,543 |
| HARBOUR INVESTMENTS, INC. | — | — | — | 2K | 2K | 2K | $43,870 |
| DHJJ Financial Advisors, Ltd. | 20 | 20 | 20 | 20 | 20 | 20 | $519 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 9 | 344,372 | — | $9M |
| 2025-Q4 | 14 | 307,153 | — | $8M |
| 2025-Q3 | 13 | 232,648 | — | $6M |
| 2025-Q2 | 9 | 102,332 | — | $3M |
| 2025-Q1 | 8 | 70,894 | — | $2M |
| 2024-Q4 | 5 | 57,721 | — | $1M |
| 2024-Q3 | 3 | 48,076 | — | $1M |
| 2024-Q2 | 3 | 26,212 | — | $654,744 |
| 2024-Q1 | 1 | 74,883 | — | $2M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
